Relationship Banker East Bay Valley Market- San Leandro, CA

JPMorganChase • San Leandro, CA

3d

About The Position

At Chase, Relationship Bankers create memorable experiences for clients and employees by building lasting relationships, exceeding expectations, and embracing diversity and inclusion. In a Chase Branch, the Relationship Banker represents the brand and culture with hospitality, combining financial knowledge and banking technology with friendly, attentive service. The role leads efforts to acquire, manage, and retain client relationships, understand financial needs, recommend thoughtful solutions, and contribute to branch success.

This position is subject to Section 19 of the Federal Deposit Insurance Act and to Dodd Frank/Truth in Lending Act requirements for Loan Originators. Employment is contingent on applicable reviews of criminal conviction history and other relevant records. The role also requires NMLS registration under the SAFE Act, successful registration immediately after starting, and compliance with renewal and update requirements. Continued employment is contingent on meeting these regulatory requirements.

Requirements

• At least 1 year of sales experience in Retail Banking, Financial Services, or another related industry, with demonstrated success establishing clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences and elevate the client experience.
• Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
• Ability to resolve client issues quickly and effectively, with attention to detail and consistent service.
• Ability to comply with risk parameters, regulatory obligations, and required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including Series 63 if required), and Life licenses are minimum requirements; unlicensed applicants must obtain licenses through JPMC’s licensing program within 180 days of hire.
• Ability to work branch hours, including weekends and some evenings.
• Must meet applicable Federal Deposit Insurance Act, Dodd Frank/Truth in Lending Act, Loan Originator, and SAFE Act requirements, including NMLS registration. A felony conviction within the last seven years disqualifies applicants from consideration.

Nice To Haves

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment for clients.
• Manage assigned clients and meet with them in person and by phone to build relationships, understand financial needs, and tailor product and service recommendations.
• Communicate clearly and consultatively, asking questions and listening to understand client needs and anticipate them.
• Educate clients about and connect them to banking technology, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to consult with clients about banking solutions.
• Collaborate with and connect clients to team experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.
• Operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• Obtain required licenses through JPMC’s licensing program within 180 days of hire if not already licensed.
• Register on NMLS or update an existing registration after starting, and complete required annual renewals and updates.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED